Wealthbox CRM Overview

Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. It helps to launch new products and acquire customers.

Wealthbox CRM helps to create, design, develop and operate a stack of complementary web-and-mobile apps that are vertically aligned in the wealth management sector. With a focus on simplicity and usability, online products make use of modern design and development practices and reflect the growing consumerization of the financial enterprise and increase the simplicity of the investing experience.

Wealthbox keeps connected with clients, prospects, and staff with ease including features like contact management, task management, automated workflow, calendar events, opportunity tracking and many more.

Cuspera Reviews

81 buyers and buying teams have used Cuspera to assess how well Wealthbox CRM solved their CRM needs. Cuspera uses 659 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities peers achieved using Wealthbox CRM.

Other priorities:

  • Grow Market Share
  • Improve Digital And Social Presence
See all business priorities See less business priorities

Use Cases

Peers recommend Collaboration , Workflow Management , Conference Call Management , as the business use cases that they have been most satisfied while using Wealthbox CRM.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Collaboration with Offline, Social Media, Events and Trade Shows

4.73/5

Read Reviews (69)

"...Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice...." Broker-Dealers
Workflow Management

4.05/5

Read Reviews (31)

"...The opportunities and workflow features are a great addition...."
Conference Call Management with Offline, Events and Trade Shows

4.52/5

Read Reviews (23)

"...Guided tour via web-conference...." Wealthbox CRM
PEER EXPERIENCES
Collaboration with Offline, Social Media, Events and Trade Shows

4.73/5

Read Reviews (69)

"...Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice...." Broker-Dealers
Workflow Management

4.05/5

Read Reviews (31)

"...The opportunities and workflow features are a great addition...." Peer review by Jason M, Founder and Chief Planning Officer, Financial Services
Conference Call Management with Offline, Events and Trade Shows

4.52/5

Read Reviews (23)

"...Guided tour via web-conference...." Wealthbox CRM

29+ more Business Use Cases

Our AI advisor, Wyz, harnessed 659 insights from peers and experts to help you assess how these Wealthbox CRM use cases fit your CRM needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS

Rianka Dorsainvil

2050 Wealth Partners

We love the Wealthbox interface, because it's so intuitive and easy to use, and everyone stays in the loop on client activity. Testimonial By Rianka Dorsainvil

Rachel Daniels

Avidian Wealth Solutions

The collaborative enterprise features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox. Testimonial By Rachel Daniels

Toussaint Bailey

CEO and Principal

Enso Wealth

Wealthbox’s powerful enterprise features combined with a sleek user experience result in high CRM adoption among our team and takes the pressure off so we can focus on our clients’ financial success. Testimonial By Toussaint Bailey
CUSTOMERS TESTIMONIALS

Rianka Dorsainvil

2050 Wealth Partners

We love the Wealthbox interface, because it's so intuitive and easy to use, and everyone stays in the loop on client activity. Testimonial By Rianka Dorsainvil

Rachel Daniels

Avidian Wealth Solutions

The collaborative enterprise features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox. Testimonial By Rachel Daniels

Toussaint Bailey

CEO and Principal

Enso Wealth

Wealthbox’s powerful enterprise features combined with a sleek user experience result in high CRM adoption among our team and takes the pressure off so we can focus on our clients’ financial success. Testimonial By Toussaint Bailey

Case Studies

COMPANY CASE STUDIES
Case Study Your Greatest Contribution (YGC)

Learn how Rianka Dorsainvil and the YGC team use Wealthbox in a virtual world.

Read More
Case Study Charles Stephen

How 12 users of Wealthbox at the firm of Charles Stephen collaborate as a team

Read More
Case Study Alex Chalekian

How One Financial Advisor Switched to Wealthbox CRM – Twice!

Read More

Frequently Asked Questions(FAQ)

for Wealthbox CRM

What is Wealthbox CRM?

Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. It helps to launch new products and acquire customers.

What is Wealthbox CRM used for?

Wealthbox CRM is a CRM Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Collaboration, Workflow Management and Conference Call Management .

What are the top features of Wealthbox CRM?

Recording, Templates and Personalization are some of the top features of Wealthbox CRM.

Who uses Wealthbox CRM?

Wealthbox CRM is used by Financial Services, Marketing And Advertising among other industries.

What are Wealthbox CRM alternatives?

PlanPlus Online, Neon CRM, Redtail CRM and Virtuous CRM are popular alternatives for Wealthbox CRM.

Where is Wealthbox CRM located?

Wealthbox CRM is headquartered at 594 Broadway, Suite 1004, New York City, NY 10012.

Popular Business Setting

for Wealthbox CRM

Top Industries

  • Financial Services
  • Marketing and Advertising

Popular in

  • Small Business
  • Mid Market

Peers used Wealthbox CRM to Acquire customers and Enhance customer relationships

Peer and Expert Opinion on Features

for Wealthbox CRM

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Recording

4.17/5

Read Reviews (29)
Templates

4.21/5

Read Reviews (28)
Personalization

3.93/5

Read Reviews (16)
FEATURES RATINGS AND REVIEWS
Recording

4.17/5

Read Reviews (29)
Templates

4.21/5

Read Reviews (28)
Personalization

3.93/5

Read Reviews (16)

IT and Other Capabilities

for Wealthbox CRM

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.22/5

Read Reviews (72)
Data Export

4.09/5

Read Reviews (37)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.22/5

Read Reviews (72)
Data Export

4.09/5

Read Reviews (37)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Email Support

3.81/5

Read Reviews (6)
Phone Support

3.81/5

Read Reviews (6)
Chat Support

3.78/5

Read Reviews (4)
24/7 Support

3.76/5

Read Reviews (20)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Email Support

3.81/5

Read Reviews (6)
Phone Support

3.81/5

Read Reviews (6)
Chat Support

3.78/5

Read Reviews (4)
24/7 Support

3.76/5

Read Reviews (20)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

2.90/5

Read Reviews (1)
Custom Reports

4.19/5

Read Reviews (69)
Analytics

4.18/5

Read Reviews (10)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

2.90/5

Read Reviews (1)
Custom Reports

4.19/5

Read Reviews (69)
Analytics

4.18/5

Read Reviews (10)

Software Failure Risk Guidance

?

for Wealthbox CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Wealthbox CRM

Vendor Profile Details

Company Name

Wealthbox

Company Website

https://www.wealthbox.com/

HQ Location

594 Broadway, Suite 1004, New York City, NY 10012

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